$1.34 Billion is the total value of McKinley Carter Wealth Services, Inc.'s 288 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LIN | New | LINDE PLC | $3,679,000 | – | 10,620 | +100.0% | 0.27% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $898,000 | – | 26,746 | +100.0% | 0.07% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $582,000 | – | 22,679 | +100.0% | 0.04% | – |
| XJH | New | ISHARES TResg scrd s&p mid | $531,000 | – | 13,674 | +100.0% | 0.04% | – |
| HYXF | New | ISHARES TResg advncd hy bd | $475,000 | – | 9,208 | +100.0% | 0.04% | – |
| TFC | New | TRUIST FINL CORP | $412,000 | – | 7,030 | +100.0% | 0.03% | – |
| USXF | New | ISHARES TResg msci usa etf | $266,000 | – | 6,746 | +100.0% | 0.02% | – |
| DDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $249,000 | – | 7,600 | +100.0% | 0.02% | – |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $251,000 | – | 7,100 | +100.0% | 0.02% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $240,000 | – | 4,639 | +100.0% | 0.02% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $224,000 | – | 1,075 | +100.0% | 0.02% | – |
| NVDA | New | NVIDIA CORPORATION | $232,000 | – | 788 | +100.0% | 0.02% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $215,000 | – | 3,528 | +100.0% | 0.02% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $205,000 | – | 1,928 | +100.0% | 0.02% | – |
| FDS | New | FACTSET RESH SYS INC | $206,000 | – | 424 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 20.5% |
| ISHARES TR | 42 | Q3 2023 | 5.8% |
| ISHARES TR | 42 | Q3 2023 | 6.0% |
| APPLE INC | 42 | Q3 2023 | 3.7% |
| PEPSICO INC | 42 | Q3 2023 | 5.9% |
| ISHARES TR | 42 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 3.5% |
| ISHARES TR | 42 | Q3 2023 | 2.4% |
| HOME DEPOT INC | 42 | Q3 2023 | 1.5% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 1.4% |
View McKinley Carter Wealth Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-07 |
View McKinley Carter Wealth Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.